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Chemicals December: Commodity Charge Caps a Strong Year

SEE LAST PAGE OF THIS REPORT FOR IMPORTANT DISCLOSURES Graham Copley / Nick Lipinski 203.901.1629/203.989.0412 gcopley@/nlipinski@ssrllc.com December 15th, 2017 Chemicals December: Commodity Charge Caps a Strong Year In January we wrote that commodity chemicals were in for a year of

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SSR Industrials & Materials Monthly Review, November 2017: Tax Relief, Macro Momentum, but Mixed Performance

SEE LAST PAGE OF THIS REPORT FOR IMPORTANT DISCLOSURES Graham Copley / Nick Lipinski 203.901.1629/203.989.0412 gcopley@/nlipinski@ssrllc.com November 30th, 2017 SSR Industrials & Materials Monthly Review, November 2017: Tax Relief, Macro Momentum, but Mixed Performance A late month tax relief rally

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Chemicals November: Earnings Trends and Macro Positive, Performance Mixed

SEE LAST PAGE OF THIS REPORT FOR IMPORTANT DISCLOSURES Graham Copley / Nick Lipinski 203.901.1629/203.989.0412 gcopley@/nlipinski@ssrllc.com November 16th, 2017 Chemicals November: Earnings Trends and Macro Positive, Performance Mixed Nearly 90% of the companies in our Chemicals index beat revenue expectations

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What Makes a “Good” Company? Lessons for GE

SEE LAST PAGE OF THIS REPORT FOR IMPORTANT DISCLOSURES Graham Copley / Nick Lipinski 203.901.1629/203.989.0412 gcopley@/nlipinski@ssrllc.com November 10th, 2017 What Makes a “Good” Company? Lessons for GE Good companies share a few traits but the most important, generally overwhelming the

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SSR Industrials & Materials Monthly Review, October 2017: Strong 1H Earnings Trends Continuing in Q3

SEE LAST PAGE OF THIS REPORT FOR IMPORTANT DISCLOSURES Graham Copley / Nick Lipinski 203.901.1629/203.989.0412 gcopley@/nlipinski@ssrllc.com November 1st, 2017 SSR Industrials & Materials Monthly Review, October 2017: Strong 1H Earnings Trends Continuing in Q3 Earnings continued the trends seen in

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